Financial Assistant, School of The Environment - New Haven, United States - Yale University

Yale University

Verified Company

New Haven, United States

3 weeks ago

Posted by:

Mark Lane

beBee recruiter

Description

Financial Assistant, School of the Environment:

Yale School of the Environment
Business Office
88173BR

University Job Title

Financial Assistant 4

Bargaining Unit

L3
Local 34 (Yale Union Group)

Time Type

Full time

Duration Type

Regular

Compensation Grade

Labor Grade D

Wage Ranges

Click here to see our Wage Ranges

Searchable Job Family

Financial

Total # of hours to be worked:

37.5

Work Week

Standard (M-F equal number of hours per day)

Work Location

Central Campus

Worksite Address

205 Prospect Street
New Haven, CT 06511

Work Model

Onsite

Position Focus:

Under the direction and supervision of the Account Manager, provide a broad range of financial and administrative business services support to the School of Environmental.
Primary Responsibilities
Review and approve financial activity of all operating accounts. Review routine transactions for accuracy and completeness. Research, identify and correct questionable expenses; obtain explanations or additional information to make necessary corrections. Process entries using Workday Financials including Expense Reports, Journal Entries/Payroll Accounting Adjustments, Purchasing Intake Portal, and Cash Deposits. Ensure backup documentation supports payment requests and reimbursements per University policies and procedures. Generate and review monthly account statements. Prepare standardized and specialized financial reports and analyses using Workday, Power BI and Excel. Distribute approved reports to faculty, staff, and students. Clear COA inaccuracies, invoices on hold, and labor suspense. Support AP and Procurement functions. Serve as contact for Purchasing Department and Accounts Payable. Resolve unpaid or delinquent payments to staff or vendors. Input and retrieve data from the University's Workday system. Ensure cardholder compliance with University policies and procedures. Prepare, process, and approve Expense Reports. Establish and maintain an account file system consistent with YSE standards. Establish new award files. Archive closed accounts. Review and monitor Professional Services Agreements and grant proposals per YSE, Yale University, local, state, and federal policies. Manage departmental standing orders and maintenance service contracts. Assist in the development and improvement of systems, procedures, and controls to ensure compliance, accuracy, and efficiency. Serve as a source of information to faculty, staff, students, and external contacts on financial policies, procedures, and school activities. Provide training and present this information as needed to the YSE business office and other YSE centers and programs. When needed provide backup to cover business office staff during vacation, absences, and peak operating periods, as necessary. Perform additional functions incidental to business office activities as required.

Essential Duties

1. Drafts preliminary financial sections of proposals. 2. Reviews all proposals for accuracy, completeness, and compliance to grantor and University requirements and regulations. 3. Monitors, controls, and maintains financial activity of accounts. Ensures expenditures are posted to proper accounts. Identifies, researches, and corrects questionable expenditures. 4. Serves as the principal source of information on financial policies and procedures and financial activity. 5. Reconciles and analyzes financial statements. Prepares standardized and specialized financial reports and analyses. 6. Oversees and instructs support staff. 7. Oversees the maintenance of financial records and files. 8. Assists with the development and implementation of systems and procedures. 9. May calculate weekly payroll for department staff. 10. Performs clerical functions incidental to accounting activities.

Required Education and Experience

Six years of related work experience, four of them in the same job family at the next lower level, and a high school level education; or four years of related work experience and an Associate degree; or little or no work experience and a Bachelor's degree in a related field; or an equivalent combination of experience and education.

Required Skill/Ability 1:

Highly developed and demonstrated customer service skills. Strong written and verbal communication skills. Demonstrated ability to work well in a team environment with coworkers, faculty, and others; ability to work independently as well as part of a team.

Required Skill/Ability 2:

Detailoriented and welldeveloped organizational, analytical and interpersonal skills. Ability to multitask effectively with demanding time constraints; ability to work well under pressure with conflicting demands, deadlines, and emergencies.

Required Skill/Ability 3:

Demonstrated willingness to absorb incidental responsibilities and contribute to special projects to ensure the smooth functioning of the office.
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